Netflix shifts focus from user growth metrics to revenue and profit, leaving investors in suspense
Netflix shifts focus from user growth metrics to revenue and profit, leaving investors in suspense

The Great Subscriber Disappearing Act

Looks like Netflix is pulling a Houdini with this disappearing act on subscriber numbers. Hey investors now you see them now you don't!

Redefining Success Metrics

"Revenue operating margin free cash flow and time spent on Netflix," says Netflix. Clearly they've found the Holy Grail of success metrics... or have they?"

From Freeloaders to Paying Customers

It seems like the freeloading password sharers have finally taken out their wallets. Goodbye freeloaders; hello paying customers!

The Maturity of Netflix

"Like a fine wine Netflix has matured... or more like aged to perfection. No more disrupting now dominating."

Netflix's Magic Numbers

With revenue climbing profit growing and operating margin rising Netflix is waving its magic wand... and poof! The numbers look good.

Legacy Media Playing Catch Up

Legacy media companies are looking on wondering if they should follow in Netflix's footsteps. Will they stop counting subscribers and start counting cash?


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